MM is adding to HMC in the Emerging Companies Portfolios– reinforcing a 4% portfolio target weight - Market Matters

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27/10/2025

MM is adding to HMC in the Emerging Companies Portfolios– reinforcing a 4% portfolio target weight

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Alerts 31/10/2025

Trade Alert – Emerging Companies Portfolio

We are making two changes to the Emerging Companies Portfolio

Morning report 31/10/2025

ETF Friday: Three ETFs that could benefit from higher bond yields/interest rates

The ASX 200 slipped 0.5% on the penultimate day of October, as strength across lithium, copper, and uranium names failed to offset another weak session for rate-sensitive sectors. Consumer discretionary (-4.2%) and real estate (-2.7%) led the declines, with notable heavyweights Wesfarmers (WES) -7.1% and JB Hi-Fi (JBH) -4.5% dragging the index lower.

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